Seller uploads the invoice / e-way bill PDF made in their own software. The buyer gets it by email (broker in CC); you are told when the buyer opens it.
Doc ID
Uploaded
Seller
Buyer
Type
No
Date
Amount
Contract
Email
Opened
Status
Delivery Orders
DO No
Date
Contract
Seller
Buyer
Item
Booked
Final
Rate
Due
Status
Payments
Date
Party
Company
Amount
Ref No
Remarks
Brokerage Ledger
Debit = brokerage on each lifting (qty × Rs/MT for the party's side). Credit = Payment Data.
Date
Particulars
Company
Debit
Credit
Balance
Brokerage Billing · TEST MODE
TEST sheets only; emails only to you. 1 Load parties → fix problems (rate, souda rate, skip lifting, billing firm) → tick parties → 2 Draft → 3 Approve → 4 Send. To correct a draft: Cancel it, fix, draft again.
Parties in period
Firm
Party
Side
Liftings
Qty MT
Brokerage
Rates
Problems
Fix
Status
Bill No
Date
Firm
Party
Side
Period
Qty MT
Taxable
Tax
Total
Paid
Verify Queue
Type
Date
Contract
Seller
Buyer
Detail
Qty
By
Add Lifting
Website entries
Date
Contract
Seller
Buyer
Lorry
Qty
Status
By
WhatsApp Queue
Each click opens WhatsApp with the pending-contracts message ready. Press Enter in WhatsApp to send, then come back for the next one.
Party
WhatsApp
Contracts
Pending
Status
Data Check
Problems found while building the snapshot. These make figures wrong until the source sheets are fixed.